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Customer visit outline
1. Customer Research Visits - CUSTOMER NAME
Participants:
PARTICIPANTS NAME
Agenda:
- 15 mins: Introduction
- 30 mins: Mobility Owner discussion
- 30 mins: User Testing
- 5 mins: Break
- 60 mins: Mobility Process Discussion
- 5 mins: Break
- 25 mins: Wishlist
- 10 mins: Wrap up
Mobility Owner Discussion
What are your top 3 objectives?
How do you define success for each objective?
What barriers do you face in reaching your objectives?
What are the top 3 objectives for your Mobility Analysts?
How do you define success for their objectives?
What barriers do your Mobility Analysts face in reaching their objectives?
What is your least favorite task in your job?
What is one area you think your mobility program/process needs improvement? Do you
have plans to address it?
2.
Wishlist
If you could have 3 wishes to be granted by the Topia product team, what would you wish
for?
If time allows:
If you were to write a love letter to the existing Topia product, what would you say?
If you were to write a break up letter to the existing Topia product, what reasons would you
give?
User Testing
HR Hub
Task 1 - Initiate a move
Please create a move for the following individual:
Name: (Use your favorite TV character’s name)
Policy Type: Long Term Assignment
Moving from: Atlanta, Georgia USA
Moving to: London, United Kingdom
Estimated move date: 15 July, 2018
Assignment start date: 23 July, 2018
Assignment end date: 23 July, 2020
(Make up any other required items)
Add a travel benefit (business class) to the policy
Task 2 - Check move status
The Hiring Manager just called and needs a prompt update on Simon Carter’s household
goods shipping.
Task 3 - Approve any outstanding exceptions
Your boss asked you to ensure all exceptions were approved before you head out today.
3. Task 4 - Identify the number of “Initiations by Destination Country” for the USA
Your boss needs this ASAP. She asks regularly for this, so you should make the information
easier to access if possible.
Task 5 - # of open Short Term Assignments
You are in charge of Short Term Assignments and would like to know how many people
are currently on this assignment. (clue: you don’t need to use analytics)
Demo Setup needs:
1 move with some activity and notes on household goods shipping
A few exceptions on a couple of random moves (Assigned to my user)
Expenses approved in April...
